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Himanshu Gupta

CFP LVL 1& 2 NISM CERTIFICATED MFD

Maharashtra

6+ years of work experience

Prudent Corporate Advisory Services Ltd.
May 20263 mosPresent

Mumbai, Maharashtra, India

Full-time
Apr 20264 mosPresent

Mumbai, Maharashtra, India

Finance graduate with a strong interest in investments, equity markets, and portfolio management. I specialize in understanding investment strategies, asset allocation, and equity analysis to help individuals make informed financial decisions. Passionate about simplifying finance and helping investors build disciplined, long-term wealth through thoughtful portfolio construction.
Star Health and Allied Insurance Co. Ltd
Sep 20205 yrs 11 mosPresent

India

Guiding clients through informed health insurance decision My goal is to empower clients to make confident choices that protect their health and financial well-being.
One Broadband
Jan 20248 mosAug 2024

Ulhasnagar, Maharashtra, India

DMart - Avenue Supermarts Ltd
Aug 20221 yr 3 mosOct 2023

Ulhasnagar, Maharashtra, India

responsible for pos management and also to manage whole cash point

Education

Welingkar Institute of Management

Diploma of Education, Finance, General

Welingkar Institute of Management

20232 yrs2025
SMT. CHM College, Ulhasnagar - 03

Bachelor's degree, Business Administration and Management, General

SMT. CHM College, Ulhasnagar - 03

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Headline

CFP LVL 1& 2 NISM CERTIFICATED MFD

About

Hey everyone Himanshu Rajkumar Gupta i am Open to work as an intern and also as financial advisor roles with the motive and understanding of personal finance and mutual funds altogether can help individuals achieve goals and provide helpful insights.

Location

Maharashtra

Work experience

Investment Specialist at Prudent Corporate Advisory Services Ltd., May 2026 - Present · 3 mos, Mumbai, Maharashtra, India

mutual fund distributor at Full-time, Apr 2026 - Present · 4 mos, Mumbai, Maharashtra, India, Finance graduate with a strong interest in investments, equity markets, and portfolio management. I specialize in understanding investment strategies, asset allocation, and equity analysis to help individuals make informed financial decisions. Passionate about simplifying finance and helping investors build disciplined, long-term wealth through thoughtful portfolio construction.

Health Insurance Specialist at Star Health and Allied Insurance Co. Ltd, Sep 2020 - Present · 5 yrs 11 mos, India, Guiding clients through informed health insurance decision My goal is to empower clients to make confident choices that protect their health and financial well-being.

Front Desk at One Broadband, Jan 2024 - Aug 2024 · 8 mos, Ulhasnagar, Maharashtra, India

Retail Cashier at DMart - Avenue Supermarts Ltd, Aug 2022 - Oct 2023 · 1 yr 3 mos, Ulhasnagar, Maharashtra, India, responsible for pos management and also to manage whole cash point

Education

Diploma of Education, Finance, General, Welingkar Institute of Management

Bachelor's degree, Business Administration and Management, General, SMT. CHM College, Ulhasnagar - 03

Himanshu Gupta - Investment Specialist in Maharashtra | Tal